Skip to content
Disclosery

Peninsula Wealth, LLC: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peninsula Wealth, LLC on ORCL, newest first. How the timeline and the estimate are built.

Peninsula Wealth, LLC held 383,800 ORCL shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 383,800 shares
    Change vs previous 13F -26,553 shares

    10.9% of the 13F portfolio, value $63,956,515.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 410,353 shares
    Change vs previous 13F +80,040 shares

    12.53% of the 13F portfolio, value $71,717,376.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 330,313 shares
    Change vs previous 13F -553 shares

    8.94% of the 13F portfolio, value $47,819,456.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F/A 330,866 shares
    Change vs previous 13F +707 shares

    8.29% of the 13F portfolio, value $41,560,105.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 330,159 shares
    Change vs previous 13F -20,027 shares

    7.18% of the 13F portfolio, value $34,808,678.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 350,186 shares
    Change vs previous 13F -28,990 shares

    8.5% of the 13F portfolio, value $36,300,301.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 379,176 shares
    Change vs previous 13F -1,530 shares

    11.8% of the 13F portfolio, value $45,156,015.

    13F-HR 0001085146-23-003449 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 380,706 shares
    Change vs previous 13F not available

    10.21% of the 13F portfolio, value $35,375,191.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).